Hendi Susanto: The portfolio manager at Gabelli Funds scooped up some SK Hynix shares and is monitoring the stock to buy more on pullbacks. "There are still many questions about the longevity and the cyclicality of the memory sectors," said Susanto. "Overall, I'm bullish on the roadmap for 2026 and 2027."
Rob Haworth: The senior investment strategy director at U.S. Bank Asset Management says SK Hynix "has had a great run in its Korean listing, and there's certainly lots of enthusiasm for its U.S. listing... It's an AI story that we think continues, but we think the beneficiaries will spread out and the winners will come in industrials, utilities and other sectors."
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